Privacy Policy

At Estate Plan Studio, we care about the privacy of your data and are committed to protecting it. This Privacy Policy explains what information we collect about you and why. We hope you will read it carefully.

What is the scope of this Privacy Policy?

This Privacy Policy is incorporated into Estate Plan Studio's Terms of Service and applies to the information obtained by us through your use of Estate Plan Studio's site, software, and services ("Information") as described in this Policy. Capitalized terms used in this Policy and not otherwise defined shall have the meanings provided for those terms in the Terms of Service.

What is Estate Plan Studio's business model?

Estate Plan Studio offers a free service and paid services. To make money, we encourage the users of our free service to upgrade to one of our paid services. We don't help third parties to advertise their products to you. We also do not—and will not—sell your information.

Information Collection and Use

What Information does Estate Plan Studio collect about me?

When you interact with our site, software, and/or services, we collect information that could be used to identify you ("Personal Data"). Some of the information we collect is stored in a manner that cannot be linked back to you ("Non-Personal Data").

Information you provide when you create an account

When you sign up for or use our services, you voluntarily give us certain Personal Data, including:

• Your username, email address, and contact preferences
• If you log into Estate Plan Studio with a social networking credential, such as with your Google account, we will ask permission to access basic information from that account, such as your name and email address
• Your payment information, if you are a paying customer

Estate Planning Information

Given the nature of our Services, you may provide us with sensitive personal information including:

• Personal identifying information (name, date of birth, Social Security Number)
• Family relationships and beneficiary information
• Asset and property information
• Healthcare preferences and directives
• Information about appointed agents and executors

We treat this information with the highest level of security. This data is encrypted using AES-256 encryption both in transit and at rest.

Automatically collected Information

Certain data about the devices you use to connect with Estate Plan Studio and your use of the site, software, and/or services are automatically logged in our systems, including:

• Location information: The geographic area where you use your computer and mobile devices (as indicated by an Internet Protocol (IP) address or similar identifier)
• Log data: Our servers automatically collect data when you access or use our site and record it in log files, including IP address, browser type and settings, date and time of use
• Usage information: Information about the Estate Plan Studio site, software, and/or services you use and how you use them
• Device information: Data from your computer or mobile device, such as the type of hardware and software you are using
• Cookies: Data obtained from cookies as described in our Cookie Policy

How does Estate Plan Studio use my Information?

We use, process, and store your Information as necessary to perform our contract with you and for our legitimate business interests, including:

• To help us provide and administer our site, software, and/or services
• To authenticate users for security purposes and provide personalized features
• To generate your estate planning documents
• To process transactions and conduct research to improve our services
• To communicate with you about your use of our services, product announcements, and software updates
• To respond to your requests for assistance
• To calculate aggregate statistics and detect and prevent fraud and misuse

Does Estate Plan Studio share my Information?

We only disclose Personal Data to third parties when:

• We use service providers who assist us in meeting business operations needs, including hosting and delivering our services. These service providers may only access, process, or store Personal Data pursuant to our instructions.
• We have your explicit consent to share your Personal Data.
• We believe it is necessary to investigate potential violations of the Terms of Service or to protect against illegal activities, suspected fraud, or potential threats.
• We determine that the access, preservation, or disclosure of your Personal Data is required by law.
• We need to do so in connection with a merger, acquisition, bankruptcy, or sale of some or all of our assets.

Estate Plan Studio does not sell or rent your Personal Data to third parties.

Data Security

Estate Plan Studio is committed to protecting the security of your Information and takes reasonable precautions to protect it. Our security measures include:

• Encryption: We use industry-standard AES-256 encryption to protect your data in transit and at rest
• Access Controls: Strict access controls limit who can view your data within our organization
• SOC2 Compliance: We maintain SOC2 compliance for security, availability, and confidentiality
• Regular Audits: We conduct regular security audits and vulnerability assessments
• Two-Factor Authentication: We offer 2FA to add an extra layer of security to your account

However, internet data transmissions cannot be guaranteed to be 100% secure. We recommend that you take appropriate steps to secure all computing devices that you use in connection with our services.

Artificial Intelligence and Data Processing

Estate Plan Studio uses artificial intelligence to generate estate planning documents. Our AI processing follows strict security protocols designed to protect your privacy and comply with legal and ethical requirements:

• Data Anonymization: Before any information is sent to an AI system, identifying information (such as names, addresses, Social Security Numbers, and other personally identifiable information) is removed or replaced with secure tokens (ANON_XXXXXXXX). This ensures that AI providers never see your actual personal information.
• No Training on Your Data: We do not permit AI providers to train their models on your data. All AI processing is done through API calls with explicit settings that prevent data retention and training. Your data is used only to generate estate planning documents and is not used to improve AI models.
• No Data Sharing: We do not sell or share personal information with third parties. Your data is used only to generate estate planning documents and is never shared for marketing, advertising, or any other purpose.
• Server-Side Processing: All AI processing occurs on our secure servers. We never expose API keys or send data from your browser directly to AI services. This ensures that your data remains under our control throughout the entire process.
• Encryption: Data is encrypted in transit (TLS 1.3) and at rest (AES-256) throughout the entire AI processing pipeline, from initial input through final document generation.

This AI processing is essential to our service, as it enables us to generate accurate, legally-compliant estate planning documents efficiently. All AI-generated content is reviewed and validated before being presented to you, and you maintain full control over your documents and data at all times.

Data Storage and Retention

Where is my Information stored?

Information submitted to Estate Plan Studio will be transferred to, processed, and stored in the United States. If you post or transfer any Information to or through our services, you are agreeing to such Information being hosted and accessed in the United States.

How can I delete my Personal Data?

You can remove your Personal Data from Estate Plan Studio at any time by logging into your account, accessing the Settings page, and then deleting your account. Please note that, for security reasons, subscribers of our paid services will first be instructed to cancel their subscriptions before they can delete their Estate Plan Studio account.

How long is Personal Data retained?

You can remove your Personal Data from Estate Plan Studio at any time by deleting your account. However, we may keep some of your Personal Data for as long as reasonably necessary for our legitimate business interests, including fraud detection and prevention and to comply with our legal obligations including tax, legal reporting, and auditing obligations.

Your Rights

For California Residents (CCPA)

If you're a California resident, California law may permit you to request that we:

• Provide access to and/or a copy of certain information we hold about you
• Provide you a summary of the categories of personal information we have collected about you
• Delete certain information we have about you

We do not sell your personal information. Even though we do not sell your personal information, you have the right to opt-out of any potential future selling of your personal information.

For EEA, Swiss, and UK Users (GDPR)

Individuals located in the European Economic Area (EEA), Switzerland, and the UK have certain rights in respect to their personal information, including the right to:

• Access, correct, or delete Personal Data
• Object to us processing your Personal Data
• Request data portability
• Withdraw consent at any time
• Lodge a complaint with a supervisory authority

Children's Privacy

Estate Plan Studio does not knowingly collect personal information from children under the age of 13. If we determine we have collected personal information from a child younger than 13 years of age, we will take reasonable measures to remove that information from our systems.

If you are under the age of 13, please do not submit any personal information through the site, service, and/or software.

Cookies and Similar Technologies

We use cookies, pixels, and similar technologies to operate our services (essential cookies) and—where required by law, with your consent—to measure usage and improve features (analytics).

• Essential cookies: These are needed to provide core site/app functionality, security, and fraud prevention. They cannot be switched off.
• Analytics cookies: With your consent, we use analytics to understand how our services are used and to improve performance.

You can manage your cookie preferences through your browser settings or through our cookie consent tool. For full details, see our Cookie Policy.

Changes to This Privacy Policy

As Estate Plan Studio evolves, we may need to update this Policy to keep pace with changes in our services, our business, and laws applicable to us and you. We will, however, always maintain our commitment to respect your privacy.

We will notify you of any material changes that impact your rights under this Policy by email (to your most recently provided email address) or post any other revisions to this Policy, along with their effective date, in an easy-to-find area of the site.

Please note that your continued use of Estate Plan Studio after any change means that you agree with and consent to be bound by the new Policy.

Contact Us

If you have any questions regarding this Privacy Policy or how Estate Plan Studio uses your information, you may contact us at:

Estate Plan Studio, Inc.
Email: privacy@estateplanpro.com
Support: support@estateplanpro.com